Tom Stapleton asked us, “Is it possible to block people from booking appointments on a specific day, like a holiday?” “This is a great question that any Agent CRM user might have! I created this loom video showing how to do it for other people’s…
BGadmin
1 Min Read
Tena Smith Gifford asked us, “is there a way to send a daily message out to a set of referral partners?” “Yes! You can create a workflow with email/SMS on them then add the Wait action in between. You can then set that wait action…
BGadmin
1 Min Read
Sandra Quinn-Bailey asked us, “We are trying to set up a funnel using click and play. While testing it, I do not receive an email or text. Where will the results go? Thank you” “https://www.loom.com/share/0c983bf427a243c68fa1417b30e29b02 In this loom I showed you the whole picture and where…
BGadmin
1 Min Read
Omar Richardson asked us, “Is there a way to end or reroute a workflow if a step fails i.e. text/doesn’t send?” “That would actually depend on what you are trying to do. But there’s no way inside that workflow itself to go on a specific…
BGadmin
1 Min Read
Jeff Mountain asked us, “Does anybody know what “LC Communication” is and why it’s showing up under my ‘Module’ section of my Audit Log? If this isn’t something that should be there for admin or something, could Branning Group Support please reach out to me…
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